5 Tips From Evernote for Your Business Management

Posted on by in Business Tips, Review, Tools

'Remember everything' from Evernote

Those of you who are familiar with me know that I am always looking for effective ways to leverage my time and systemise what I do. Of course, one of the best ways to do this is to find tools that make my days easier – and today’s post is all bout one of my ALL TIME FAVOURITES – Evernote.

If you access the Evernote website you will see that they “Remember everything”. Perhaps you are familiar with it and you have already been using the app to bookmark web pages, organize notes, PDFs, images, and everything else that you cannot organize on your computer – and Evernote ‘remembers’ all your files.

But what you didn’t know is that you can become versatile in your business by using this tool. Cool, huh?

Every bit of data you have, every meeting you need not forget about, every word that you have to write – you can use Evernote to keep track of everything!

And because it includes a web-based service and clients for Windows, Mac OS X, mobile devices and extensions for web browsers, you can use it from every piece of technology which has an internet connection.

So let’s cut the introduction short.

How can you use Evernote for your business?

1. Shortcuts!

To help you spare time and to create notes without leaving apps that you’re currently using, press:

  • Ctrl+Alt+N / Cmd+Ctrl+N – use it if you want to create a new note from ANY application.
  • Ctrl+Alt+V / Cmd+Ctrl+V – If you want to paste something to Evernote from the clipboard. It automatically creates a new note with the content of the system’s clipboard.
  • Shift+Win+F / Cmd+Ctrl+E – This combination will bring the app to the front and let you search among your files from Evernote.

Note: the first commands work with Windows while the second ones work with Mac OS X. For more shortcuts, access the full list of shortcuts for Windows and for Mac.

2. Turn it into a personal address book and contact manager!

Create a ‘Contacts’ folder to keep track of your clients, sources, PR people, and even friends or family. Evernote allows you to add personal key-words so you remember the context much later. So you will not have to wonder “Who is this person and what are his contact details doing in my contact list?”, because the key-words will remind you, “Oh, he’s the manager from X; I talked to him about X, Y, Z. Of course I know him!”.

Evernote has already identified this need to ‘know your lists’ and they have already created an App in this way. The Hello App however, still needs some serious improvements in order to be easily used.

3. Evernote Favourites Bar

It works pretty much like the bar you find in Chrome or Firefox. But here you can add files and notes that you need and use on a regular basis.

You simply delete the pre-populated defaults and add something of your own preference by just dragging the notes, folders or tags to the Favourites Bar.

4. Upload to Evernote …without uploading to Evernote

I know that there will be some files and folders that you simply cannot afford to put on a website. Either because they are too long or because you want to keep them a secret, you can still put them on Evernote … without them being there.

How? You can create a local folder which will not be synchronized. So instead of uploading a file to the default “Synchronized Notebook” folder, you can put it in the “Local Notebook” and it will not be shown via Evernote Web service.

Smart, huh?

5. Evernote and smartphones

Whenever you’re on the rush you can use your phone to take pictures of handwritten files and upload them to your account without having to sign in from a computer. Also, you can record yourself, create videos and audio files, add some notes, write reminders…

There’s a whole lot of things you can do with Evernote and mobile phones!


We’ve reached the end of the article, but because you’ve been so patient (and I hope you’re also pretty excited about the stuff that I’ve been sharing here!), I have a bonus for you!

My favourite thing about Evernote is that it’s such a smart app! I can’t wait to see what they are going to come up with next, but until then, my favourite thing about it so far is this:

I receive lots of business cards from all the savvy entrepreneurs I meet and while my pockets are always very spacious, I seldom remember where I leave them. Evernote solved my problem by keeping track of my business cards.

So I scan the business cards and add them to a folder in Evernote – the program uses character recognition and turns a pic into text! This way I am able to enrich my contact list and to find someone without needing to type their details into my contact list! And because I can add keywords to these contacts, I never forget who the people in my contact list are!

I love it!


I’m always eager to learn new things, so if you’ve been using Evernote for your business, I would very much like to know your tricks! Leave you comments below…

Fiona Lewis

Fiona Lewis

Fiona Lewis is the author of Mumpreneurs Online: EXPOSED, and the founder and principal coach of the Mentoring Mums Online program. Fiona has put together an amazing free gift you can access immediately to discover the 3 Biggest Mistakes that most women make with their online business & how YOU can avoid them. To access this training, click here.

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5 Responses to “5 Tips From Evernote for Your Business Management”

  1. Anna Lee

    I like the shortcut tips – great time savers. Oh and the fact that you can turn Evernote into an address book. I’m going to download it right now as I’ve seen it advertised on Chrome Web Store.

  2. Terry Wilson

    I’ve been using it as an address book and honestly it’s not that ‘cool’. Well, I’m not a very looked-after business owner. Yet. (hope so :D ). But I really think that for those savvy entrepreneurs who barely find time to breathe, this virtual address book could be a big plus! I personally enjoy the intimacy that Evernote gives me.

  3. Felicia Smith

    Yep, the address book – not so handy. However, it is really cool to use Evernote on your smartphone – then the address book feature really pays off! thumbs up for combining these wonderful features Fiona!

  4. Mark Johnson

    Now this is interesting. Do I look like a Neanderthal if I say that I have never heard of this program before? I’m always looking for ways to leverage my time and I think that this could unlock a secret chamber! thank you Fiona! Always bringing something new!

  5. Pia Smith

    As a solo entrepreneur, I started using Evernote, and I say this is the best app! I can easily access through my iPhone, iPad and Mac.. This is such an Entrepreneur’s Handy tool!

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